Your practice management software holds the clinical record. It was never built to run marketing. Plyto is the layer in front: campaigns that bring new patients in, follow-up that books them, reactivation for the ones who drifted, and a real cost per new patient at the end of it.
General practices
Growing the new patient count without adding a marketing coordinator to payroll.
Specialty practices
Ortho, implants, and cosmetic work, where one accepted case pays for a season of ads.
Group practices and DSOs
Several locations from one login, each with its own campaigns, brand, and reporting.
Newly opened offices
An empty schedule, a marketing budget, and no idea yet which channel works.
Dentrix, Open Dental, and Eaglesoft are built to run a practice, and they do. What they were never built to do is run an ad account, write a recall email that sounds like your office, or tell you that the campaign you have funded for eight months produced four new patients. So the marketing lives in a separate pile of tools, the numbers live in a spreadsheet, and cost per new patient is a number the practice guesses at once a year.
Ask for a campaign and the agent drafts the copy, the creative, and the budget for your approval. Nothing spends until you confirm, and the daily cap is enforced by the system rather than by trust.
Someone fills out the form on your site at nine at night. They get a reply immediately, a booking link, and a second touch if they never answer. All of it in your practice's voice, all approved by you first.
Ask who has not been in for eighteen months. The agent answers, drafts an email you can edit, and sends it under your name once you approve. You see every send and every reply.
The ad click stays attached to the contact through the consult and the booking, so the report tells you what a channel cost per patient rather than per click.
An example run, using the product as shipped:
You ask for a campaign for a slow February. The agent drafts copy and creative for your review, you set the daily cap, and it goes live once you approve.
Form fills become contacts. Each gets an immediate reply with a booking link and a follow-up two days later if they do not respond.
You ask who booked and where they came from. The answer comes back with names and the campaign attached to each.
At month end the report gives you cost per booked new patient by channel, and the agent proposes which one to fund next month.
Plyto is not a HIPAA-covered system and we do not sign business associate agreements. Keep clinical records, chart notes, and anything else that counts as protected health information in the practice software built to hold it. Plyto sits in front of that: how someone found you, what you sent them, whether they booked, and what the marketing cost. If you would not put it on a postcard, it does not belong in a marketing CRM.
No. Charting, scheduling, imaging, claims, and clinical history stay in your practice management software. Plyto runs the marketing and the pre-patient relationship, and hands off once someone books.
The marketing kind: name, contact details, how they found you, which campaign, what you sent them, and whether they booked. Treatment details, diagnoses, and chart notes belong in your practice software, not here.
Plans start at $49/month with unlimited seats, so the front desk and the office manager are all included. Ad campaigns, automations, and SEO tools are on the Growth plan at $149/month. The free trial includes every feature and no card is required.
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